No. WealthPlanner is building a directory of fee-only advisory firms drawn from SEC Form ADV and IAPD public records, but it does not recommend, verify, endorse or rate any firm. The directory is not open yet. Until it is, the guide below shows how to check an advisor yourself in the same public records.
What the directory will show
Each firm profile shows facts from the firm's own regulatory filings, dated, with a way to request a correction or removal. A firm is listed as fee-only only when its Form ADV supports that label. A firm can claim its profile, but claiming does not mean WealthPlanner has verified it.
Checking an advisor yourself
Two free government-run databases show an advisor's registration and disciplinary history: the SEC's Investment Adviser Public Disclosure site and FINRA BrokerCheck. A firm's Form ADV Part 2A brochure, available on the SEC site, states how the firm is paid.
This page is for educational purposes only and does not constitute financial advice. It is general information, not a recommendation for your situation. Consult a licensed financial advisor, tax professional, or attorney before acting on it. Full disclaimer →